Lyons Investment Management
Lyons Investment Management is an SEC-registered ria in Winter Park, FL with $73.1M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Lyons Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166788, SEC 801-77614, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $73.1M (2026-03-25)
- Firm type
- Ria
- Location
- Winter Park, FL
- Employees
- 5
- Clients
- 35
- CRD
- 166788
- Ownership
- GNAM ACQUISITION CORP.; ZAVANELLI, MARK, DAVID; READ, ALEXANDER
How much AUM does Lyons Investment Management have?
Lyons Investment Management reported $73.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Lyons Investment Management?
Disclosed owners and executives of Lyons Investment Management include GNAM ACQUISITION CORP., ZAVANELLI, MARK, DAVID, READ, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.